Retirement Plan Advisors Services, LLC

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
111392
Registered since
August 17, 2001

Firm profile

FINTRX

Overview

Retirement Plan Advisors Services, LLC is organized as a limited liability company and has been registered with the SEC since 2001. The firm is listed as owned by a domestic entity and an individual and its regulatory classification in the snapshot is "Unclassified." The profile shows it is not designated as a capital allocator, is not an active ESG investor, is not a multi-state adviser per the snapshot, and is not marked as a pension consultant or related adviser. The FINTRX record does not provide details on the firm’s fee structure, stated advisory activities, or client segments.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Matthew Frank

    Matthew Frank

    Chief Compliance OfficerCRD 5789235

  • Walter Costenbader

    Walter Costenbader

    Chief Compliance OfficerCRD 1828345

Contacts

2 of 2
  • Brett Pendleton

    Brett Pendleton

    Vice PresidentCRD 5842915

  • Joshua Schwartz

    Joshua Schwartz

    PresidentCRD 1730472

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
29 E Madison St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth